IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$990M
AUM Growth
-$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,542
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$7.6M
3
+$5.3M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.54M
5
OEF icon
iShares S&P 100 ETF
OEF
+$3.47M

Top Sells

1
+$10.9M
2
+$10.1M
3
+$9.09M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.49M

Sector Composition

1 Technology 8.35%
2 Financials 5.06%
3 Healthcare 4.57%
4 Consumer Discretionary 4.29%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.4M 2.77%
424,144
-22,028
2
$24.8M 2.5%
129,122
-33,869
3
$23.6M 2.38%
90,269
-15,974
4
$17.8M 1.8%
353,083
+70,034
5
$14.4M 1.45%
119,928
+63,282
6
$13.5M 1.36%
137,000
+3,320
7
$12M 1.21%
45,786
-33,222
8
$11.7M 1.18%
212,734
-23,422
9
$11.5M 1.16%
410,669
+284,712
10
$11.4M 1.15%
272,796
-74,920
11
$11.3M 1.15%
161,866
-17,552
12
$10.8M 1.08%
68,902
+9,639
13
$10.2M 1.03%
175,803
-5,145
14
$9.87M 1%
114,898
+4,990
15
$8.9M 0.9%
154,780
+5,380
16
$8.62M 0.87%
598,323
+5,472
17
$8.46M 0.85%
289,610
-33,680
18
$8.12M 0.82%
48,972
-65,771
19
$7.87M 0.79%
46,549
+2,269
20
$7.64M 0.77%
76,897
+14,592
21
$7.61M 0.77%
72,137
-4,398
22
$7.27M 0.73%
710,394
-11,394
23
$7.2M 0.73%
58,740
-10,758
24
$6.91M 0.7%
42,339
-2,599
25
$6.83M 0.69%
42,952
+5,359
1
2 3 4 5